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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $365,099 | $208,088+75.5% | $186,193+96.1% | $154,746+135.9% |
| Participation rate | 90.9% | 80.0%+10.9pp | 77.1%+13.8pp | 80.7%+10.2pp |
| Annual return | 11.66% | 89.97%-78.3pp | 78.03%-66.4pp | 172.34%-160.7pp |
| Employer contribution / active EE | $11,302 | $4,340+160.4% | $3,918+188.5% | $4,379+158.1% |
| Participant deferral / active EE | $9,821 | $7,078+38.8% | $6,513+50.8% | $6,730+45.9% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |